You will receive a confirmation email with a link to watch the webinar.
In the meantime…
Filing for Social Security at the wrong time can cost you hundreds of thousands of dollars over the course of your retirement. Don’t let anyone tell you there’s only one right way to file either. Many factors go into this critical retirement decision.
In this webinar, we’ll cover the basics: How does Social Security work? How much can you expect in benefits? How is Social Security taxed? Will you even have any Social Security benefits when you retire? And, most importantly, how do you decide the best age to file for yourself?
ChFC®, RFC®, CLU®, LUTCF, CASL®, AAMS®, RICP®
Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.
After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”
Paul’s unique approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.
Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.